Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
Capital Group Launches 12 Active-Passive Model Portfolios
By Dinah Wisenberg BrinThe models will consist of American Funds active mutual funds and passive ETFs from Vanguard, Schwab and BlackRock.
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
November 23, 2022
24 Best Index Funds, ETFs to Invest in Now: MorningstarMorningstar research finds that in many categories, stock index funds and ETFs outperform active funds over time.
November 08, 2022
How Fund Capital Gains Could Hurt Investors — Even With Market LossesMany funds have had redemptions due to market weakening in 2022 and have sold assets to meet demands for cash, explains Morningstar's Stephen Welsh.
October 26, 2022
U.S. Bias Has Demolished Retirement Accounts in 2022There's no free lunch in investing, and the same strategies that helped U.S. investors are now harming them.
September 20, 2022
Active Funds Lag Passive Peers in Volatile Market: MorningstarOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."
September 02, 2022
Bonds Tumble Into Their First Bear Market in a GenerationSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
August 01, 2022
Study Examines Who Wants Advice Within Retirement PlansRetirement savers using online tools were more likely to seek advice; those in TDFs were less likely.